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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (31368)	9/10/2000 6:28:00 PM
From: EJhonsa	Read Replies (1) \| Respond to of 54805

Four things to keep in mind about Palm: 1. Psion has a near monopoly in the Euro handheld market. Their devices utilize Symbian's Epoc. Psion's also somewhat popular in Asia. 2. Palm OS is 16-bit. Epoc is 32-bit. Could prove to be crucial as Moore's Law progresses. Palm has no plans to create a 32-bit version of their OS, as they've stated that it would take forever to do so. 3. Nokia, Ericsson, and Motorola have all rallied around Epoc, and are major shareholders in Symbian (combined, they own about 60% of the company). Nokia refuses to make a handset utilizing an advanced OS that doesn't support Epoc. They most that they consented to was a deal with Palm in which the Palm interface runs on top of Epoc, with application support for both operating systems. 4. Although PDA volume growth should continue to be quite healthy handset sales will continue to make PDA sales look trivial in comparision. The handset isn't going away. No one wants to put a PDA to their ears, and only a small percentage of people will be thrilled with the concept of using external speakers to work with their PDA so that it operates like a phone. Eric PS - Here's some prototypes for next-gen 3G handsets and PDA-phones. The thought of what such devices could do to ASPs in developed countries puts the whole "handsets are a commodity" issue in proper perspective. I'm especially interested in phones where the screen nearly takes up the entire device in PDA fashion, but where a button can be pressed allowing a dialing interface to slide on top of the display when needed: gsmworld.com